Zyns, Vapes and the Very Weird Market for New Nicotine Products
Vapes like Elf bars seem to be everywhere now. Meanwhile, Zyn nicotine pouches have become a huge seller for Philip Morris and are in such demand that it's sometimes hard to find them in stores. So wh...
29 Jul 202457min
A Top Miami Broker on the Booming Market for Ultra-Luxury Homes
We've all seen headlines about the multi-million dollar properties being sold in Miami. Right now, there's a $135 million mansion in Coconut Grove listed on Zillow, and Citadel CEO Ken Griffin has bee...
26 Jul 202446min
How the Hottest Hedge Funds on Wall Street Really Manage Risk
Multi-strategy hedge funds, also known as "pod shops," have become the hottest ticket on Wall Street. The business model is supposed to allow hedge funds to operate more efficiently. That includes dep...
25 Jul 202449min
The US and China Are in an All Out Race For AI Domination
There are several sources of tension right now between the US and China. Pure trade anxiety is a big one, with the US having imposed tariffs on Chinese electric vehicles, solar panels and other import...
22 Jul 202449min
Lots More on JD Vance and the Future of the US Dollar
When people talk about the special role that the US dollar plays in the global economy, that's often characterized as a privilege for the United States. It's seen as giving the government in Washingto...
19 Jul 202426min
A Guggenheim Executive's Radical Plan to Build Millions of New Homes
According to numerous estimates, the US is massively short of housing. Zillow, for instance, says America needs to build 4.5 million new homes to climb out of this deficit. But right now we're not com...
18 Jul 20241h 9min
Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy
One of the rare areas of bipartisan consensus in the US right now is taking a tough line on China. We saw President Trump put tariffs on Chinese goods, and the Biden administration has only added to t...
15 Jul 202451min
James van Geelen on Thematic Investing Right Now
James van Geelen, founder of Citrini Research, scored big when he made his weight loss drug-related investments last year. He was also early into artificial intelligence investments, making bets on pi...
12 Jul 202447min
